AFD Products: Pocket Names & Numbers Manual

INTRODUCTION & INSTALLATION

Introduction

Pocket Names & Numbers®, like its desktop counterpart, is a comprehensive address resource, covering the whole of the British Isles - including The Isle of Man and Channel Islands as well as the United Kingdom. It contains approximately 26.5 million delivery addresses including about 1.7 million organisations and 44 million residents.

It can speed up the entry of address information into other programs, look up addresses, (even if only badly spelled fragments are known) and provide a wealth of additional information linked to the postcode - like grid references, NHS and Ward Codes, delivery point suffix (DPS) and Mailsort codes.

Simply type in the postcode you require and Names & Numbers will supply the following data:

        Names of Residents
            First Name, Middle Initial, Surname
            Gender where known
            Length of Residency
            Phone Numbers where known
        Organisations and Departments
            Standard Industry Classification (SIC) Codes
            Business Descriptions (e.g. 'Solicitors')
            Business Size (by Number of Employee bands)
            Phone Numbers where known
        Properties, Building Numbers and PO Boxes
        Street
        Locality
        Town
        County - or County Abbreviation
        Delivery Point Suffixes
        Grid Reference
            & linear distance from a reference point if given
        Mailsort Code
        Postcode Type (eg Large/Small User)
        Gender
        Length of Residency
        Ward Code & Name
        Local or Unitary Authority
        Parliamentary Constituency
        TV Region (not TV Company)
        NHS Code and Area
        NHS Regional Authorities
        STD Code
        Household Composition
        Date of Birth (not for every address)
        Censation Data: Census Code, Affluence, LifeStage and Additional Census Information
        Occupancy and Address Type
        UDPRN (Royal Mail Unique Delivery Point Indicator)

Even more powerfully, Names & Numbers can look up addresses from almost any fragment of the name or address - even if you're not sure of the spelling.

For maximum benefit, Pocket Names & Numbers can be easily linked into other programs, with. The stand-alone Pocket Names & Numbers program can be used for simple look-ups, sophisticated searches, or to insert data to other programs or you can use our powerful Dynamic Link Libraries to get the full functionality of AFD Names & Numbers in your own Pocket PC application.

All AFD Postcode programs are subject to an End User License Agreement. The programs and data provided by Names & Numbers are copyright and protected by the 1988 Copyright, Designs and Patents Act in the United Kingdom and by the Berne convention and other International Copyright treaties. AFD Software Ltd is a member of the Federation Against Software Theft and will vigorously pursue any breach of copyright.

You are permitted to install and use components of Pocket Names & Numbers ('Pocket Names & Numbers') only on the number of computers, terminals, workstations or screens for which a license is held, although the larger data elements of the system may be installed on a file server for central access if a multi-user license is held. You may additionally make one copy of the program master disks for back-up purposes, but no other copies are permitted, for whatever reason.

Evaluation versions of Pocket Names & Numbers and the associated sample data, are nevertheless copyright material. You may make and distribute copies of the evaluation version and its sample data, but these copies must be complete and unaltered. You may NOT use the sample data provided for any purpose other than to assist in evaluating the usefulness of Pocket Names & Numbers.

Data within Names & Numbers is the copyright of AFD Computers and other data suppliers. You may access and use this data only as part of the Names & Numbers system, to provide address data for a bona-fide address-based application. Data Exports and mailing labels printed from Names & Numbers is still covered by the End User License Agreement and copyright. A fee is payable for any data extract or label run, but no fee is payable for the first 100,000 records.

You may not extract, reverse-engineer or re-distribute data or programs provided under any circumstances whatsoever.

The Names & Numbers data license is renewable annually and renewal fees include a fresh set of data, program update and free technical support for the year. Intermediate data updates are available quarterly at nominal cost, or you may subscribe to the POP scheme and cover all costs of using Names & Numbers including program and data updates, data licenses and technical support under a single monthly standing order payment.

Installation

This information assumes you have installed and configured your device and have Microsoft ActiveSync® correctly configured to allow connectivity between your desktop PC or notebook and your handheld Pocket PC device.

To install the product place the Pocket Names & Numbers CD-ROM in your desktop/notebook drive then:

from the Task Bar, select Start - Run, then type d:\pocketnn.exe and click OK

... where 'd:' is the drive letter of your CD-Rom drive - usually D:

Follow the instructions on screen to install the software on your device.

The installation will create a Start Menu entry for Pocket Names & Numbers on your Pocket PC.

You will then need to copy the Names & Numbers data to a hard drive connected to your device (e.g. a 750 MB or larger memory card). You can do this by copying the data files installed in the location you selected to install the software on your PC's hard drive (normally 'c:\program files\Pocket Names and Numbers\data\') to your device. The directory you choose to use on your drive and the method you use to transfer the data is up to you. Two suggested methods, in order of preference are as follows:

Using a Desktop or Notebook Computer:

Plug the secure digital card, compact flash, or other large capacity drive, into a card reader or (in the case of compact flash cards and notebooks) a PCMCIA adapter connected to your computer (the drive will normally be detected automatically and given a drive letter - refer to the manufacturers instructions if this is not the case).

Create a directory, afdpcnn (or another name of your choice), on that drive (it will have been allocated the next available drive letter on your machine) and copy the data files to that directory.

Remove the drive from your notebook and adapter and place it back into your Pocket PC device.

You can then delete the data files from your desktop PC.

Using ActiveSync:

With the device connected to your desktop/notebook PC and plugged into the mains supply, click on the Start button, and then Settings on the Pocket PC device. Select the 'System' tab and then tap 'Power'. Uncheck the 'Turn off device if not used for' option so that Power Saving does not kick in during the data copying process.

Open ActiveSync on your PC (double-click the green system-tray icon) and click Explore. Double click on the 'My Pocket PC' entry and change to your Storage Card folder (normally called Storage Card).

Right click in the explorer window and select 'New Folder' to create a subfolder for the data and call it afdpcnn (or another name of your choice).

Use explorer to copy the files from your desktop PC to this new folder on your device (this may take some time - if you have a Serial connection and not USB you may need to leave this copying overnight).

Once complete, delete the data files from your desktop PC and re-enable Power Saving on your device if desired.

The evaluation version of the program provides all the functionality of the full product with no limitations apart from containing fictional data, no hard drive or large memory card is required for evaluation data which is installed automatically by the installation routine.

Registration

When you first run Pocket Names & Numbers on your device you will be prompted for registration. To register your copy of Pocket Names & Numbers, you will also need the information printed on the 'License Certificate' supplied with your program.

The evaluation version of the program contains a set of fictitious data, and does not require registration.

Enter your Organisation Name, Account Code and Serial Number in the relevant boxes and enter the data folder where you have placed your Names & Numbers data. (this will be verified for you when you click Next).

Click 'Next' to proceed to register the software, and click the 'Generate User Code' button to receive your User Code. You now need to register with AFD to receive your Activation code.

You can also register via a WWW browser on your desktop computer by visiting:

http://www.afd.co.uk/register.asp

and enter your license information and user code to receive the Activation code to enter into the CE device.

If you are not connected to the Internet you can register using our Automatic Freephone Registration Service on 0800 083 8424 at any time.

If you need personal assistance with the registration process, you may call our HelpDesk on 01624 811712, Monday to Friday: 0900 - 1700 (except holidays).

Re-Registration

If you require to move your Pocket Names & Numbers Licence from one device to another due to a hardware fault, or require to re-register the software due to a hardware crash or loss of power to the device you will need to submit a Re-registration form by fax. This will normally be processed within 15 minutes during normal office hours.

Technical Support

The AFD range of software is carefully designed to be easy to use, and trouble free. Every product goes through an intensive testing process on every operating system we support. It is a credit to the team who develop and maintain AFD products that they work "out of the box" in tens of thousands of installations, and we receive surprisingly few customer support requests.

Nevertheless, customers do occasionally have difficulties with new or complex installations, new programming projects - or as a result of system damage such as virus attacks: so AFD has provided a friendly, efficient Technical Support service to ensure that everyone can get the maximum benefit from their AFD system.

AFD Technical Support is a free, unlimited service for everyone who is evaluating or using our products. Our team will help you with any aspect of the installation, configuration, programming or use of any of the AFD range of software. We'll even do our best to help and advise with difficulties you're having with software not our own - so long as it relates to the use of an AFD product.

Unfortunately, we cannot help with other hardware or software products.

The HelpDesk is manned Monday - Friday 8:30am to 5:30pm each weekday except holidays:

Email Supportis the best and first-choice method of support. Our support engineers will respond to an email within a few minutes - and certainly our aim is to reply within one hour of receipt. You can email us at support@afd.co.uk or from our web site support page using our "Ask the HelpDesk" page which gives us most of the information we need before we respond, thus helping us to direct your enquiry to the correct support engineer. Email is also monitored outside normal office hours, each evening after 9:00pm and on holidays and at weekends (except Christmas Day) after 10:00am, 4:00pm and 9:00pm.

Telephone Support. Call our HelpDesk (Mon - Fri 8:30am to 5:30pm) on 01624 811712 to speak directly to one of our product experts.

We won't waste your time and money in a hold system: if all our operators are busy you will be transferred to our purpose built call-handling system. Please leave a message giving as many details of your problem as possible, plus your name, telephone number and product serial number if you have one. One of our qualified engineers will aim to return your call within 15 minutes - but no later than within the hour at exceptionally busy times.

Data & Data Updates

Address data is constantly changing as a result of property redevelopment, residents & business moves, and the increasing trend towards the automation of mail delivery. Some parts of Names & Numbers data is especially volatile - people and businesses are obviously subject to more rapid change (house or office moves, coming of age, deaths etc) than are the premises themselves. Telephone number data also changes very rapidly.

You should therefore use data provided by Pocket Names & Numbers with sensible caution - and satisfy yourself that details are suitable for the purpose you require. Some of the data sources - like the official Electoral Roll - from which Names & Numbers is assembled, is only fully updated on an annual cycle. It may therefore be many months before a change is reflected in our product, though the most important changes - like gone-aways and mortality - are updated quarterly along with postcode changes. Business data is fully updated each quarter.

To ensure that you get the maximum benefit from your investment in Pocket Names & Numbers, you should therefore ensure that the data you are using is as up-to-date as possible. AFD have invested in state-of-the-art technology to provide you with the best possible address data within our programs.

Four data updates are issued each year - usually in February, May, August and November.

Make sure that you place your order so that each optional data update is sent to you as soon as it is prepared - or join the POP scheme so that all costs of Data Licenses, Program and Data Updates are covered in one modest monthly standing order payment.

Address, Postcode and Bank solutions